Allworth Financial’s South Bow Corp SOBO Stock Holding History

Allworth Financial’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2K	Buy	288 +18	+7%	+$634	﹤0.01%	3703
2026 Q1	$9K	Sell	270 -24	-8%	-$729	﹤0.01%	3584
2025 Q4	$8.08K	Sell	294 -16	-5%	-$435	﹤0.01%	3413
2025 Q3	$8.77K	Buy	310 +45	+17%	+$1.22K	﹤0.01%	3225
2025 Q2	$6.87K	Buy	265 +46	+21%	+$1.17K	﹤0.01%	3088
2025 Q1	$5.42K	Sell	219 -100	-31%	-$2.5K	﹤0.01%	2719
2024 Q4	$7.89K	Buy	+319	New	+$7.81K	﹤0.01%	2552

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's SOBO Position: Q2 2026 in Review

Allworth Financial increased its South Bow Corp (SOBO) stake by 6.7% in Q2 2026, buying an estimated $634 and bringing the position to 288 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3703.

Allworth Financial first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Allworth Financial held 288 shares of South Bow Corp worth $10.2K as of Q2 2026.
Allworth Financial bought 18 South Bow Corp shares in Q2 2026, an estimated $634.
South Bow Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3703 holding.
Allworth Financial first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.